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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1301
SFE Investment Counsel
California
$1.59M -$8.46K -248 -0.5%
PRHC
1302
P.R. Herzig & Co
New York
$1.59M +$162K +4,743 +11%
GW
1303
GW & Wade
Massachusetts
$1.59M -$366K -10,721 -19%
PHIMC
1304
Private Harbour Investment Management & Counsel
Ohio
$1.59M -$4.5K -132 -0.3%
MCM
1305
Mengis Capital Management
Oregon
$1.58M +$12K +352 +0.8%
AFS
1306
Access Financial Services
Minnesota
$1.58M -$23.5K -689 -1%
KTA
1307
Keeley-Teton Advisors
Illinois
$1.58M -$14.4K -422 -0.9%
PP
1308
PagnatoKarp Partners
Virginia
$1.57M -$32.2K -944 -2%
WCM
1309
Wunderlich Capital Managemnt
Tennessee
$1.56M +$49.5K +1,453 +3%
KFS
1310
Kurt F. Somerville
$1.56M +$8.39K +246 +0.5%
NC
1311
NewSquare Capital
Pennsylvania
$1.56M -$2.7M -79,272 -64%
CIS
1312
Capital International Sarl
California
$1.55M +$438K +12,859 +40%
CHAM
1313
Clear Harbor Asset Management
Connecticut
$1.55M +$34.5K +1,012 +2%
CNAM
1314
Campbell Newman Asset Management
Wisconsin
$1.55M +$96.7K +2,837 +7%
ECAM
1315
East Coast Asset Management
Massachusetts
$1.55M -$383K -11,240 -20%
TWM
1316
Torch Wealth Management
Ohio
$1.55M +$71.9K +2,108 +5%
IA
1317
Independence Advisors
Pennsylvania
$1.55M -$13.5K -395 -0.9%
MLL
1318
Moody Lynn & Lieberson
Massachusetts
$1.55M -$1.67K -49 -0.1%
BO
1319
BRR OpCo
Ohio
$1.54M -$201K -5,888 -12%
SFG
1320
Summit Financial Group
West Virginia
$1.54M -$53.9K -1,581 -3%
CCA
1321
Cobblestone Capital Advisors
New York
$1.54M -$19.6K -575 -1%
IFWM
1322
Institute for Wealth Management
Colorado
$1.54M -$93.4K -2,740 -6%
WAS
1323
Winch Advisory Services
Wisconsin
$1.53M +$87.6K +2,570 +6%
TA
1324
Townsend & Associates
Colorado
$1.53M +$1.52M +44,471 New
CPO
1325
Cerity Partners OCIO
New York
$1.52M -$247K -7,247 -14%